Partner home
Welcome, Dr. Maya Chen
Manage the practice profile, affiliation, onboarding, team, resources, estimated savings and support requests in one place.
● ActiveFounding Affiliate
40%setup complete
Practice setup
Checking save support…Edit and save the practice
This is a live form. Change the contact to “Phil,” tap Save, then navigate away and back.
Try this: replace “Dr. Maya Chen” with Phil, then tap Save practice profile. The name at the top of the app and the welcome message will update immediately.
Add a team member
Add someone such as Phil and the contact will appear below immediately.
Saved practice details
Onboarding
Finish setup
Each checkbox saves automatically. “Open” shows what the step would contain.
Practice profileConfirm practice name, address and primary contact.
Affiliate agreementReview and acknowledge the affiliation agreement.
Vendor accessActivate preferred pricing and purchasing access.
OrientationComplete the affiliate network orientation.
Team contactsAdd the office manager or operational point person.
Choose and save the support model.
The selected plan is saved in the demo and updates the dashboard.
Founding Affiliate
$500 one time
- Cal Dental affiliate network listing
- Relationship-first affiliation
- No required rebrand
- Clinical independence retained
- Affiliate resources and preferred-vendor access
Management Partner
$2,200 / month
- Payroll and accounting support
- HR and compliance coordination
- Operational consulting
- Time-clock and purchasing support
- Insurance enrollment assistance
Founding Affiliate
This plan is currently stored in the demo.
Change the assumptions, then save them.
Edit annual spend and assumed savings. The preview updates live; tap Save calculation to commit it to the dashboard.
$15,560
This is an illustrative planning estimate, not a guaranteed financial outcome.
Preview and mark resources reviewed.
Each preview opens. From the preview you can mark the resource reviewed and the status will be saved.
Affiliate onboarding guide
Activation, team setup and first 30 days.
Preferred vendor playbook
Network pricing and purchasing workflows.
Affiliate brand standards
Use affiliation language without forcing a rebrand.
Fill it out, submit it, then reopen it.
Submitting creates a real demo ticket stored in the browser. Tap View on any ticket to reopen its details.